The AI Operations Gap
AI investment continues to rise, but many organizations struggle to move beyond the pilot. The challenge isn’t launching an agent, it’s building the foundation to run it at scale. Questions around data access, governance, security, and accountability become critical once AI moves into production.
Learn how PenFed successfully scaled Agentforce by treating AI as an operational discipline. They’ll share how they built a trusted data foundation, established governance that meets regulatory requirements, and created clear ownership for managing agents after go-live.
What We’ll Cover:
- How the right data foundation sets AI agents up for success
- How PenFed cleared compliance, including the red lines they enforce in code rather than the model
- What the admin job becomes once agents are live, and why it turns into governance
- Lessons learned from PenFed’s approach to knowledge and retrieval
Meet the Speakers
Sarah Shields-Perez
PenFed
Salesforce Solutions Engineer
Sam Taylor
Coastal
Senior Director, Innovation & Emerging Technology